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Advisortrust Partners’s Lithia Motors LAD Stock Holding History

Advisortrust Partners’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-797
Closed -$265K – 262
2025
Q4 		$265K Buy
+797
New +$253K 0.12% 129

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Vanguard Portfolio Management
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State Street
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RRAM
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Hotchkis & Wiley Capital Management
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Advisortrust Partners's LAD Position: Q1 2026 in Review

Advisortrust Partners sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 797 shares — an estimated $265K sold.

Advisortrust Partners first reported a position in LAD in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 435 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Advisortrust Partners reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Advisortrust Partners sold 797 Lithia Motors shares in Q1 2026, an estimated $265K.
  • Advisortrust Partners first reported a position in Lithia Motors in Q4 2025 and held it in 1 quarter.
  • Advisortrust Partners's Lithia Motors position peaked at $265K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Advisortrust Partners's 13F filing for Q1 2026, filed 6 May 2026.